401(k) · DOL Form 5500 · 2024
Lake Regional Health System 401(k) Plan
Data updated 2026-08-11
- $117M
- Total assets
- 1,445
- Participants
- 92nd
- Percentile by assets
- $80,840
- Avg per participant
Official DOL plan name: Lake Regional Health System Employees' Retirement Plan · Sponsored by Lake Regional Health System · Missouri · Healthcare & Social Assistance
$117M in assets, 1,445 participants
Lake Regional Health System's Lake Regional Health System Employees' Retirement Plan reported $117M in total assets and 1,445 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 92nd percentile by assets (of 123,622 plans)
- #15,650 in Healthcare & Social Assistance (16,916 peers)
Where Lake Regional Health System Employees' Retirement Plan sits by assets
Lake Regional Health System Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $117M for 1,445 participants (~$80,840/participant), up 13.1% in 2024.
- $117M
- total plan assets (2024 EOY)
- 1,445
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $80,840
- avg assets per participant
Where Lake Regional Health System Employees' Retirement Plan sits by total assets
Lake Regional Health System Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,813,207 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lake Regional Health System Employees' Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Lake Regional Health System Employees' Retirement Plan end-of-year assets rose from $103M in the plan year 2023 filing to $117M in the plan year 2024 filing.
- Lake Regional Health System Employees' Retirement Plan reported participants rose from 1,390 in the plan year 2023 filing to 1,445 in the plan year 2024 filing.
Lake Regional Health System Employees' Retirement Plan vs the 2024 asset distribution
By assets, Lake Regional Health System Employees' Retirement Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $14M |
| Employer EIN | 237339737 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Regional Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,398 | $86M |
| 2023 | 1 | 1,390 | $103M |
| 2024 | 1 | 1,445 | $117M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lake Regional Health System Employees' Retirement Plan by total assets, not by location.
- Secu/S3 401(k) Retirement Plan (MD) $117M · 1,199
- Marek Brothers Family of Companies Profit Sharing Plan & Trust (TX) $117M · 1,311
- Aldridge Group, LLC 401(k) Retirement Plan (IL) $117M · 512
- Wd-40 Company Profit Sharing/401(k) Plan (CA) $117M · 248
Frequently Asked Questions
How did Lake Regional Health System Employees' Retirement Plan assets move in 2024? ▼
How have Lake Regional Health System plan assets changed over time? ▼
Where does Lake Regional Health System Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lake Regional Health System Employees' Retirement Plan? ▼
Next read for Lake Regional Health System Employees' R…
Scale reading
Ways to act on Lake Regional Health System Employees' Retirement Plan's numbers.
- By total assets, Lake Regional Health System Employees' Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Lake Regional Health System's sponsor-wide assets have grown 36.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans